EPIM
JPM icon

Evelyn Partners Investment Management’s JPMorgan Chase JPM Stock Holding History

Evelyn Partners Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.3M Buy
286,422
+15,530
+6% +$4.71M 2.29% 13
2025
Q4 		$87.3M Sell
270,892
-4,210
-2% -$1.3M 2.41% 11
2025
Q3 		$86.8M Sell
275,102
-2,823
-1% -$840K 2.47% 11
2025
Q2 		$80.6M Buy
277,925
+26,615
+11% +$6.79M 2.46% 11
2025
Q1 		$61.6M Buy
251,310
+21,852
+10% +$5.57M 2.05% 15
2024
Q4 		$55M Buy
+229,458
New +$53.4M 1.79% 15

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evelyn Partners Investment Management's JPM Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its JPMorgan Chase (JPM) stake by 5.7% in Q1 2026, buying an estimated $4.71M and bringing the position to 286,422 shares worth $84.3M. The position accounts for 2.29% of the portfolio, ranked #13.

Evelyn Partners Investment Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $87.3M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Evelyn Partners Investment Management held 286,422 shares of JPMorgan Chase worth $84.3M as of Q1 2026.
  • Evelyn Partners Investment Management bought 15,530 JPMorgan Chase shares in Q1 2026, an estimated $4.71M.
  • JPMorgan Chase made up 2.29% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #13 holding.
  • Evelyn Partners Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's JPMorgan Chase position peaked at $87.3M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.